Filed December 3, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,118 | $53,516-21.3% | $126,539-66.7% | $84,808-50.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 9.88% | 58.34%-48.5pp | 425.95%-416.1pp | 40.90%-31.0pp |
| Employer contribution / active EE | $4,780 | $1,535+211.5% | $3,674+30.1% | $2,631+81.7% |
| Participant deferral / active EE | $6,831 | $2,671+155.8% | $4,083+67.3% | $4,212+62.2% |
| Admin fee / account holder | $16,089 | $4,497+257.8% | $6,065+165.3% | $7,344+119.1% |